11 tips for reducing costs in small business
Small businesses across the country will be looking for ways to reduce costs amid cost of living and rising price pressures. Economic challenges are expected
Small businesses across the country will be looking for ways to reduce costs amid cost of living and rising price pressures. Economic challenges are expected
It’s a challenging time for household finances right now. Interest rates are rising as the Reserve Bank of Australia increases the cash rate to put
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You may have heard it said, “No risk, no reward.” But did you know that time can actually decrease your risk while increasing your reward?
Level 1
376 Highett Rd
HIGHETT 3190
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Authorised Representative 298494
Interprac Financial Planning Pty Ltd
I have worked in the financial services industry since 1982 and as a Financial Adviser since 1999.
I have worked for large Financial Planning businesses, Membership based organisations and looked after the financial planning needs of clients within an Accounting Practice before starting my own business.
I am married, have 4 older children and a grandson and I am keen golfer with mixed results like many .
I have been through many of the strategies I talk with clients about myself and with my family.
I have been through the journey of seeing my parents move into Aged care and negotiated the difficulties and pitfalls of understanding the system for them and this gives me an excellent insight into what is required to assist families at this difficult time.
In a previous roll I used to run retirement seminars looking at Centrelink and Retirement Incomes and how to make these work for you. I have helped many of my clients with Aged Care advice when their parents needed to move into Nursing Homes. For many clients I assist them with superannuation, building wealth and protecting their loved ones with insurance.
I am supported by his, Licensee, Interprac Financial Planning’s in-house resources and ongoing technical, systems and training.
I am committed to understanding your needs and identifying strategies and products to help you achieve your goals.
My guiding principle as an Adviser is to design plans which help to provide my clients with clarity of purpose and the opportunity to build a solid financial foundation.
I will take the time to listen, explain things clearly and keep you informed throughout the advice process.
My experience is complemented by professional qualifications including:
At Choice Financial Advice we work with you along the way on life’s journey.
Whether you are getting married, starting a family, embarking on the trip of a lifetime, planning to enjoy your years after work or assisting elderly parents with Aged Care and Nursing Home placements, we can help.